Client Service Specialist

Client Service Specialist

Arete Wealth Planning

Location:
Folsom, California

Full-Time

Arete Wealth Planning is a growing financial planning practice focused on delivering thoughtful, personalized wealth management solutions to clients. Our team combines deep technical expertise with a high-touch client experience, helping individuals and families make informed decisions about their financial futures.

We are seeking a Client Service Specialist who is analytical, detail-oriented, and eager to grow within the financial planning industry. This role is ideal for someone who enjoys working with numbers, solving problems, learning complex financial concepts, and being part of a collaborative team environment.

This position offers the opportunity to gain hands‑on experience across financial planning, investment management, and client service, with a potential career path toward paraplanner and advisor responsibilities.

The Client Service Specialist will support the financial planning team by assisting with client service needs, financial planning preparation, account administration, and operational responsibilities. The ideal candidate is someone who is naturally curious, enjoys analyzing information, and is motivated to build a long‑term career in wealth management.

This role will provide significant exposure to the financial planning process and opportunities to develop technical skills through hands‑on training and mentorship.

• Assist with preparation and organization of financial planning materials and client deliverables
• Support financial planning processes, including gathering client information, analyzing data, and assisting with plan development
• Assist with investment‑related tasks, account maintenance, and portfolio support
• Maintain accurate client records and documentation
• Prepare client reports and assist with financial planning software processes
• Complete administrative and operational tasks that support the overall client experience
• Assist with client communications, including service requests and follow‑up items
• Support practice initiatives, reporting, and ongoing process improvements
• Complete additional projects and responsibilities as needed within a growing financial planning practice

• Bachelor’s degree preferred in Finance, Economics, Business, or a related field
• Strong analytical and problem‑solving skills with the ability to understand and interpret financial information
• Comfortable working with numbers, percentages, and financial concepts
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Excellent written and verbal communication skills
• Willingness to pursue financial industry licensing and continued professional development

• Prior experience in financial services, banking, investment operations, or a related field
• Experience working with financial planning concepts or software
• Interest in pursuing securities licensing and a long‑term career in wealth management
• Ability to work independently while also collaborating closely with a team

Arete Wealth Planning is committed to developing team members through hands‑on training, mentorship, and exposure to multiple areas of the business. This position provides the opportunity to expand technical knowledge and grow into future responsibilities, including paraplanning and advisor support functions.

Candidates interested in pursuing licensing and advancing within the financial planning profession are encouraged to apply.

• Compensation, $25.96-$30.29/hour – non‑exempt
• 401(k) plan with employer matching
• Paid time off, beginning with two weeks annually (accrued), with additional vacation benefits increasing with tenure
• California-required sick leave benefits
• Medical insurance options available
• Professional development and licensing support
• Team‑building activities, including office events, lunches, and group activities

• Work directly with an experienced financial planning team
• Receive meaningful training and mentorship
• Gain exposure to financial planning, investments, and client relationships
• Be part of a growing practice where your contributions make an impact
• Develop skills and experience that can accelerate your career in wealth management

Arete Wealth Planning is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.